SWA
ARC

Stratos Wealth Advisors’s ARC Document Solutions, Inc. ARC Stock Holding History

Stratos Wealth Advisors’s Portfolio ARC Stock Details ARC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,000
Closed -$32.8K – 742
2023
Q4 		$32.8K Buy
+10,000
New +$29.3K ﹤0.01% 677

Other funds holding ARC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Stratos Wealth Advisors's ARC Position: Q1 2024 in Review

Stratos Wealth Advisors sold out of ARC Document Solutions, Inc. (ARC) in Q1 2024, closing a stake of 10,000 shares — an estimated $32.8K sold.

Stratos Wealth Advisors first reported a position in ARC in Q4 2023 and held it in 1 quarter. The position peaked at $32.8K in Q4 2023. 62 funds tracked by Wall St. Rank hold ARC as of Q1 2024.

  • Stratos Wealth Advisors reported no remaining ARC Document Solutions, Inc. position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 10,000 ARC Document Solutions, Inc. shares in Q1 2024, an estimated $32.8K.
  • Stratos Wealth Advisors first reported a position in ARC Document Solutions, Inc. in Q4 2023 and held it in 1 quarter.
  • Stratos Wealth Advisors's ARC Document Solutions, Inc. position peaked at $32.8K in Q4 2023.
  • 62 funds tracked by Wall St. Rank held ARC Document Solutions, Inc. as of Q1 2024.

Based on Stratos Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.